RA
Rise Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
3,148
+133
| +4% | +$13.2K | 0.12% | 67 |
|
|
2025
Q1 | $298K | Sell |
3,015
-325
| -10% | -$32.2K | 0.13% | 67 |
|
|
2024
Q4 | $324K | Sell |
3,340
-248
| -7% | -$24K | 0.16% | 61 |
|
|
2024
Q3 | $363K | Buy |
3,588
+1,309
| +57% | +$133K | 0.17% | 61 |
|
|
2024
Q2 | $221K | Buy |
2,279
+201
| +10% | +$19.5K | 0.12% | 84 |
|
|
2024
Q1 | $204K | Sell |
2,078
-6
| -0.3% | -$588 | 0.11% | 91 |
|
|
2023
Q4 | $207K | Sell |
2,084
-409
| -16% | -$40.6K | 0.14% | 69 |
|
|
2023
Q3 | $234K | Sell |
2,493
-6,466
| -72% | -$608K | 0.19% | 50 |
|
|
2023
Q2 | $878K | Sell |
8,959
-217
| -2% | -$21.3K | 0.68% | 19 |
|
|
2023
Q1 | $914K | Sell |
9,176
-2,400
| -21% | -$239K | 0.69% | 18 |
|
|
2022
Q4 | $1.12M | Sell |
11,576
-196
| -2% | -$19K | 0.9% | 16 |
|
|
2022
Q3 | $1.13M | Sell |
11,772
-70
| -0.6% | -$6.74K | 0.94% | 17 |
|
|
2022
Q2 | $1.2M | Sell |
11,842
-145
| -1% | -$14.7K | 1.21% | 16 |
|
|
2022
Q1 | $1.28M | Sell |
11,987
-4,391
| -27% | -$470K | 1.16% | 18 |
|
|
2021
Q4 | $1.87M | Buy |
+16,378
| New | +$1.87M | 1.78% | 15 |
|